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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Compton Capital Management
Rhode Island
$895K -$51.8K -1,145 -6%
BW
702
Bison Wealth
Georgia
$894K +$5.21K +115 +0.6%
BIA
703
BHK Investment Advisors
Alabama
$891K +$1.49K +33 +0.2%
OA
704
Oak Associates
Ohio
$890K -$169K -3,735 -17%
OCG
705
Opus Capital Group
Ohio
$890K -$9.05K -200 -1%
HBT
706
Hills Bank & Trust
Iowa
$889K +$39.4K +870 +5%
NW
707
NewEdge Wealth
Pennsylvania
$889K +$840K +18,545 New
PTC
708
Philadelphia Trust Company
Pennsylvania
$872K -$36.7K -810 -4%
AIM
709
Achmea Investment Management
Netherlands
$870K – – –
CAAS
710
Capital Asset Advisory Services
Michigan
$866K +$20.1K +443 +3%
CM
711
Capula Management
Cayman Islands
$855K +$807K +17,831 New
SIA
712
SeaBridge Investment Advisors
New Jersey
$848K +$801K +17,701 New
W
713
WealthStone
Ohio
$846K +$526K +11,621 +193%
ACWM
714
Adams Chetwood Wealth Management
North Carolina
$842K -$20.1K -444 -2%
TYCC
715
Texas Yale Capital Corp
Florida
$838K – – –
CI
716
Conning Inc
Connecticut
$833K -$737K -16,273 -48%
WA
717
Wealth Alliance
New York
$831K +$17.2K +381 +2%
GAM
718
Gotham Asset Management
New York
$829K -$46.9K -1,036 -6%
FG
719
Fiduciary Group
Georgia
$824K -$70.8K -1,564 -9%
Vontobel Holding
720
Vontobel Holding
Switzerland
$824K +$705K +15,567 New
CFA
721
Camarda Financial Advisors
Florida
$818K +$772K +17,061 New
AA
722
Argent Advisors
Louisiana
$815K +$64.8K +1,431 +9%
VVP
723
Venture Visionary Partners
Ohio
$814K +$479K +10,580 +165%
OIA
724
Optimum Investment Advisors
Illinois
$812K +$39.8K +880 +5%
IWM
725
IHT Wealth Management
Illinois
$810K +$52.7K +1,164 +7%